Assigning leads and contacts to a company

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  • Tara Amiri

    Can this be mass updated using an import?


  • Jacob Spies
    Zendesk Customer Advocate

    Hi Tara!

    Yes! You can assign leads or contacts to a company via a CSV import. In your CSV you would want to include columns for your lead/person contact and columns containing company data so Sell can make the correct assignment. you can read in depth on how to properly set up a CSV for import here:

    Feel free to reach out to the Sell Support team with any questions :)

    Thank you,

    Jacob Spies

    Technical Support Engineer (and master wandmaker)

    Call us at +1 888 670 4887, Mon-Fri, 8am-5pm, Pacific Time


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